PlanTechHub review
A low-cost collaborative planning tool with modeling, aggregation, permissions, and reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
PlanTechHub is scenario-based financial planning software for financial advisors, firms, institutions, and clients. It supports advisor-led and self-guided planning across retirement, education, investments, insurance needs, cash flow, and other long-term decisions. Core capabilities include what-if modeling, goal planning, tax planning, investment planning, client access controls, configurable plan views, and digital or printable reports. Teams can create plans, collaborate, manage permissions, transfer plans, and use dashboards for ongoing work.
Pricing follows a freemium structure. PlanTechAccess provides a free access account, access to free and paid services, and access to shared plans from other advisors. PlanTechBasic uses pay-by-the-plan pricing with monthly or annual commitment, with a listed starting price of $5 per plan. PlanTechPremium costs $90 per month, includes unlimited households and scenarios, custom colors and capital-market assumptions, and lists an annual option at $1,000. The plan structure suits teams that want to start with free access or add paid capabilities as their planning needs expand.
Its strongest fit is collaborative advisor-client planning that benefits from scenario analysis, account aggregation, customizable metrics, and controlled sharing. Integrations include Morningstar and account aggregation, while reports can be digital or printable. The web-only delivery keeps access centered on a browser, and teams seeking custom colors, capital-market assumptions, unlimited households, or unlimited scenarios need the Premium tier. Choose PlanTechHub for flexible planning workflows across advisors, teams, and clients; consider another option if a non-web platform is essential or if you prefer a single fixed plan structure.
PlanTechHub pros and cons
- Where it wins
- Free access plus plans starting at $5 per plan
- Scenario modeling, custom metrics, graphs, dashboards, and reports
- Collaboration, permissions, aggregation, and configurable client access
- Where it doesn't
- The platform is available on the web only
- Basic pricing is plan-based rather than one flat subscription
- Premium costs $90 per month or $1,000 annually
PlanTechHub fact sheet, pricing and score →
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